Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,537
Closed -$221K 400
2024
Q1
$221K Buy
+1,537
New +$221K 0.02% 382
2023
Q3
Sell
-9,918
Closed -$1.12M 483
2023
Q2
$1.12M Sell
9,918
-9,076
-48% -$1.02M 0.16% 148
2023
Q1
$2.4M Buy
+18,994
New +$2.4M 0.24% 126
2022
Q3
Sell
-4,570
Closed -$222K 440
2022
Q2
$222K Sell
4,570
-2,616
-36% -$127K 0.04% 384
2022
Q1
$572K Buy
+7,186
New +$572K 0.1% 263
2021
Q4
Sell
-2,356
Closed -$338K 343
2021
Q3
$338K Buy
+2,356
New +$338K 0.09% 260
2021
Q1
Sell
-13,995
Closed -$877K 828
2020
Q4
$877K Buy
+13,995
New +$877K 0.13% 176
2020
Q2
Sell
-4,554
Closed -$77K 976
2020
Q1
$77K Buy
+4,554
New +$77K 0.02% 676